Epstein & White Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 45 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Epstein & White Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$12,791,000
+10.2%
192,817
+4.5%
3.37%
-0.1%
Q1 2021$11,604,000
+17.8%
184,495
+6.4%
3.38%
+11.7%
Q4 2020$9,853,000
+452.3%
173,400
+271.1%
3.02%
+171.5%
Q4 2018$1,784,00046,7241.11%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
WealthOne, LLC 249,984$13,626,6295.50%
Brio Consultants, LLC 337,537$18,399,1323.46%
Kendall Capital Management 139,273$7,5923.37%
CMH Wealth Management LLC 198,601$10,881,7213.04%
Advisory Resource Group 205,699$11,212,6533.02%
COLDSTREAM CAPITAL MANAGEMENT INC 1,434,612$78,200,6962.55%
Global Wealth Strategies & Associates 76,662$4,178,8461.95%
Strategic Wealth Partners Group, LLC 166,487$9,122,3491.35%
Benchmark Financial Wealth Advisors, LLC 44,713$2,437,3121.15%
Pinion Investment Advisors, LLC 29,699$1,618,8931.05%
View complete list of ISHARES TR shareholders